About

What we do

Our team understands the different milestones of life, and the challenges they bring. We work to ease the stress of each transition using our years of experience, research, and resources alongside your values and desires, to design a successful plan of action.

Discovery
In this part of the process we gather all relevant documentation. A thorough understanding of your needs and goals is key to the creation of your comprehensive wealth plan. We take the time to listen, ask incisive questions, and gain insight into your life and the things that matter most to you.
Analysis

During the analysis we will review your financial and estate resources to understand your objectives, will assess your risk profile, and will evaluate your holdings. This information allows us to evaluate your current situation and develop a plan to help guide you to your overall goals.

Advise and Implement

We offer thoughtful and insightful recommendations tailored to your goals and resources. We work with you to evaluate and develop your comprehensive financial plan. Your service team will develop a timeline for putting your plan into motion.

Monitor and Evolve
Through ongoing communication, we continuously monitor progress toward your goals. As your needs change, and as tax laws and market conditions fluctuate, we carefully consider and discuss your strategy with you. We are always candidly evaluating whether your strategy remains on target or if adjustments are needed.

The Lantz way

Step 1: The psychological aspect of finances

Step 2: Assessing your assets, liabilities, and sources of income

Step 3: Mapping out your expenses

Step 4: Meeting with your Lantz financial advisor to develop your plan 

Step 5: Monitoring and maintaining your plan

Let's begin

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.
Get In Touch

Contact

  • Phone:
    (331) 204-6230
  • E-Mail:
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  • Address:
    1733 Park Street, Suite 350 Naperville, IL 60563

Clients

Review your investment professional at Investor.gov: https://www.investor.gov/

Investment advisory services provided by Lantz Financial, LLC, an SEC registered investment adviser. This website is only intended for clients and interested investors residing in states in which we are registered to provide investment advisory services or exempt from registration. Please contact us to determine if the firm provides investment advisory services in the state where you reside. All content on this site is for informational purposes only and should not be considered investment advice. Material presented is believed to be from reliable sources and no representations are made by our firm as to another party’s informational accuracy or completeness. Neither Lantz Financial, LLC nor its representatives provide tax or legal advice, and nothing herein should be construed as such. Always consult with your tax advisor or attorney regarding your specific circumstances.
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